See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,663 | $81,460-73.4% | $103,333-79.0% | $80,856-73.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,105 | $3,105-32.2% | $3,868-45.6% | $2,755-23.6% |
| Participant deferral / active EE | $5,898 | $3,869+52.5% | $5,057+16.6% | $4,296+37.3% |
| Admin fee / account holder | $286 | $6,566-95.6% | $8,355-96.6% | $6,918-95.9% |